See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,460 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,801 | $53,901-35.4% | $134,143-74.1% | $73,488-52.6% |
| Participation rate | 86.6% | 62.8%+23.8pp | 72.2%+14.4pp | 70.7%+15.9pp |
| Annual return | 15.67% | 15.82%-0.2pp | 36.33%-20.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,060 | $1,458-27.3% | $3,704-71.4% | $2,270-53.3% |
| Participant deferral / active EE | $3,174 | $2,739+15.9% | $3,499-9.3% | $3,740-15.1% |
| Admin fee / account holder | $230 | $581-60.4% | $6,684-96.6% | $513-55.1% |